RWM

Ruedi Wealth Management Portfolio holdings

AUM $337M
1-Year Est. Return 9.41%
This Quarter Est. Return
1 Year Est. Return
+9.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$6.13M
3
+$2.33M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$1.42M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$808K

Top Sells

1
+$3.21M
2
+$1.97M
3
+$1.63M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$992K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$729K

Sector Composition

1 Technology 2.47%
2 Consumer Discretionary 0.47%
3 Financials 0.44%
4 Communication Services 0.43%
5 Industrials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$812K 0.32%
16,396
+221
27
$802K 0.32%
9,569
-277
28
$800K 0.31%
13,790
-284
29
$564K 0.22%
9,480
+8,515
30
$544K 0.21%
7,093
+16
31
$523K 0.21%
+10,940
32
$481K 0.19%
2,638
+258
33
$461K 0.18%
2,515
+255
34
$460K 0.18%
15,491
-319
35
$432K 0.17%
16,693
-96
36
$421K 0.17%
2,081
+109
37
$405K 0.16%
14,061
-1,011
38
$391K 0.15%
815
39
$390K 0.15%
11,189
40
$378K 0.15%
7,648
-63
41
$365K 0.14%
9,725
-46
42
$356K 0.14%
3,092
43
$325K 0.13%
5,319
-1
44
$305K 0.12%
1,758
45
$287K 0.11%
1,074
-2,726
46
$272K 0.11%
3,026
+5
47
$252K 0.1%
5,760
-49
48
$218K 0.09%
3,470
-112
49
$183K 0.07%
1,111
+212
50
$170K 0.07%
1,207
+40
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